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New Mountain Finance
NMFC

Overview Fund Activity

136 hedge funds and large institutions have $306M invested in New Mountain Finance in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 47 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-18
Holders Change %
-11.69%
% of All Funds
2.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
13
Increased
47
Reduced
47
Closed
30
Calls
$820K
Puts
$344K
Net Calls
+$476K
Net Calls Change
-$71K

Top Buyers

1
RTS
1
Round Table Services
New Jersey
$25.3M
2
C
2
Cliffwater
California
$12.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$9.71M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$14.2M
5
WG
5
Winton Group
United Kingdom
$1.76M

Top Sellers

1
PGH
1
Partners Group Holding
Switzerland
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$361K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12M
4
Deutsche Bank
4
Deutsche Bank
Germany
$10K
5
PCM
5
Palisade Capital Management
New Jersey
$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
76
Epoch Investment Partners
New York
$239K – – –
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$224K +$20.9K +2,253 +10%
RJA
78
Raymond James & Associates
Florida
$221K +$16.5K +1,776 +8%
22CM
79
20/20 Capital Management
California
$207K -$481K -48,125 -70%
BA
80
Bard Associates
Illinois
$205K – – –
AIM
81
Aigen Investment Management
New York
$199K -$49.4K -5,322 -20%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$195K -$59.1K -6,360 -23%
SMH
83
Sanders Morris Harris
Texas
$182K -$18.6K -2,000 -9%
AIM
84
Allen Investment Management
New York
$177K – – –
B
85
Bailard
California
$176K – – –
PAG
86
Private Advisor Group
New Jersey
$174K -$30K -3,242 -15%
SCM
87
Shelton Capital Management
Colorado
$167K – – –
MSAM
88
Moloney Securities Asset Management
Missouri
$164K -$3.68K -396 -2%
BRWA
89
B. Riley Wealth Advisors
Florida
$162K +$13.7K +1,472 +9%
Truist Financial
90
Truist Financial
North Carolina
$160K +$160K +17,208 New
EGA
91
Eagle Global Advisors
Texas
$157K – – –
HH
92
HWG Holdings
Texas
$150K +$150K +16,097 New
EFS
93
Essex Financial Services
Connecticut
$141K +$47 +5 +0%
Victory Capital Management
94
Victory Capital Management
Texas
$139K -$147K -15,884 -51%
BS
95
Boenning & Scattergood
Pennsylvania
$139K – – –
CAMG
96
CWA Asset Management Group
Florida
$136K -$42.8K -4,600 -24%
EB
97
Eastern Bank
Massachusetts
$128K – – –
ASN
98
Advisory Services Network
Georgia
$121K +$32K +3,444 +36%
AAP
99
Arax Advisory Partners
Colorado
$116K +$83.7K +9,000 +259%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$113K +$113K +12,138 New
2 3
4
5 6